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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $370,467 | $185,312+99.9% | $161,489+129.4% | $154,746+139.4% |
| Participation rate | 63.6% | 82.5%-18.8pp | 78.7%-15.1pp | 80.7%-17.1pp |
| Annual return | 23.35% | 103.84%-80.5pp | 89.72%-66.4pp | 172.34%-149.0pp |
| Employer contribution / active EE | $1,656 | $4,769-65.3% | $4,268-61.2% | $4,379-62.2% |
| Participant deferral / active EE | $6,792 | $6,350+7.0% | $5,630+20.6% | $6,730+0.9% |
| Admin fee / account holder | $13,331 | $18,654-28.5% | $16,006-16.7% | $14,365-7.2% |